Action Steps

Action steps allow you to trigger Form Actions by simply navigating to a step in the form driven flow. They are similar to the default steps, except they don't have a UI.

To create an action step:

  1. From the main menu, select Digital Experience > Customer Journeys > Form Driven Flows.
  2. Select the Form Driven Flow you wish to configure. Make sure the form has the desired form action configured, otherwise create a new one (see Form Actions).
  3. In the form driven flow interface, open the Steps tab to add a new step.
  4. Follow the instructions in Add and Configure Steps. In the Step Type field, select Action.

  5. Click Save and reload. The General page will open.
  6. Fill in the fields to configure the Flow Control, Advanced, Security Roles and Form Actions. They behave as for a default step.
  7. Click Save and reload.
  8. Add the proper security roles for this step by clicking Insert and choosing one of the security roles. For more details, see Security Roles.
  9. Click Save and close.
  10. Repeat for as many steps as needed.